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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Bostelman is an active Registered Representative and Investment Adviser Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the financial services industry since July 14, 2009. Robert has a long history of experience in the financial services industry, having worked for multiple firms before joining Merrill Lynch, Pierce, Fenner & Smith Inc. in October 2017. Robert is licensed to provide securities and investment advice in several states including Connecticut, New York, Texas, California, Florida, Georgia, Louisiana, Massachusetts, New Jersey, North Carolina, and Pennsylvania. Robert has passed multiple exams and is a seasoned professional, having experience with a variety of investment products and services, including equities, options, futures, and forex. Robert has experience working with a variety of client types, including individuals, corporations, institutions, and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
03/29/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/18/2016 - 10/25/2017
PAULSON INVESTMENT COMPANY LLC (NEW YORK NY)
FL
09/29/2014 - 04/14/2016
LPL FINANCIAL LLC (MIAMI BEACH FL)
CA
04/08/2013 - 08/18/2014
PAULSON INVESTMENT COMPANY, INC. (NAVATO CA)
NY
08/15/2012 - 09/26/2012
GLOBAL ARENA CAPITAL CORP (NEW YORK NY)
NY
01/27/2010 - 06/17/2010
G-2 TRADING,LLC (NEW YORK NY)
NY
03/12/2008 - 02/17/2009
ADVANCED EQUITIES, INC. (NEW YORK NY)
NY
01/03/2008 - 03/26/2008
GILFORD SECURITIES INCORPORATED (NEW YORK NY)
NY
06/12/2006 - 01/03/2008
CAPITAL GROWTH FINANCIAL, LLC (NEW YORK NY)
NY
11/21/2005 - 05/05/2006
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
01/24/2005 - 11/16/2005
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
IA
Issued 11/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 06/23/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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